MWM
Modera Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
62,093
-4,757
| -7% | -$115K | 0.02% | 288 |
|
|
2025
Q1 | $1.69M | Buy |
66,850
+4,414
| +7% | +$112K | 0.02% | 261 |
|
|
2024
Q4 | $1.66M | Sell |
62,436
-363
| -0.6% | -$9.63K | 0.02% | 265 |
|
|
2024
Q3 | $1.82M | Buy |
62,799
+50
| +0.1% | +$1.45K | 0.02% | 242 |
|
|
2024
Q2 | $1.76M | Sell |
62,749
-29,005
| -32% | -$812K | 0.03% | 238 |
|
|
2024
Q1 | $2.55M | Sell |
91,754
-5,315
| -5% | -$147K | 0.04% | 206 |
|
|
2023
Q4 | $2.79M | Sell |
97,069
-23,480
| -19% | -$676K | 0.05% | 197 |
|
|
2023
Q3 | $4M | Sell |
120,549
-6,622
| -5% | -$220K | 0.08% | 166 |
|
|
2023
Q2 | $4.66M | Buy |
127,171
+52,600
| +71% | +$1.93M | 0.08% | 158 |
|
|
2023
Q1 | $3.04M | Buy |
74,571
+172
| +0.2% | +$7.02K | 0.12% | 76 |
|
|
2022
Q4 | $3.81M | Buy |
74,399
+1,166
| +2% | +$59.7K | 0.16% | 68 |
|
|
2022
Q3 | $3.21M | Sell |
73,233
-1,105
| -1% | -$48.4K | 0.16% | 68 |
|
|
2022
Q2 | $3.9M | Buy |
74,338
+81
| +0.1% | +$4.25K | 0.19% | 66 |
|
|
2022
Q1 | $3.84M | Buy |
74,257
+3,314
| +5% | +$172K | 0.17% | 70 |
|
|
2021
Q4 | $4.19M | Buy |
70,943
+979
| +1% | +$57.8K | 0.16% | 68 |
|
|
2021
Q3 | $3.01M | Buy |
69,964
+4,616
| +7% | +$199K | 0.15% | 58 |
|
|
2021
Q2 | $2.56M | Buy |
65,348
+760
| +1% | +$29.8K | 0.14% | 61 |
|
|
2021
Q1 | $2.34M | Sell |
64,588
-2,889
| -4% | -$105K | 0.15% | 58 |
|
|
2020
Q4 | $2.48M | Buy |
67,477
+41,480
| +160% | +$1.53M | 0.2% | 51 |
|
|
2020
Q3 | $954K | Sell |
25,997
-2,648
| -9% | -$97.2K | 0.14% | 59 |
|
|
2020
Q2 | $937K | Sell |
28,645
-1,565
| -5% | -$51.2K | 0.15% | 56 |
|
|
2020
Q1 | $986K | Buy |
30,210
+424
| +1% | +$13.8K | 0.21% | 53 |
|
|
2019
Q4 | $1.17M | Sell |
29,786
-500
| -2% | -$19.6K | 0.18% | 45 |
|
|
2019
Q3 | $1.09M | Sell |
30,286
-398
| -1% | -$14.3K | 0.18% | 47 |
|
|
2019
Q2 | $1.33M | Buy |
30,684
+2,306
| +8% | +$99.9K | 0.24% | 38 |
|
|
2019
Q1 | $1.21M | Buy |
28,378
+2,396
| +9% | +$102K | 0.23% | 41 |
|
|
2018
Q4 | $1.13M | Sell |
25,982
-1,213
| -4% | -$52.9K | 0.22% | 40 |
|
|
2018
Q3 | $1.2M | Sell |
27,195
-528
| -2% | -$23.3K | 0.24% | 39 |
|
|
2018
Q2 | $1.01M | Buy |
27,723
+1,276
| +5% | +$46.3K | 0.21% | 44 |
|
|
2018
Q1 | $939K | Buy |
26,447
+1,687
| +7% | +$59.9K | 0.19% | 43 |
|
|
2017
Q4 | $897K | Buy |
24,760
+829
| +3% | +$30K | 0.19% | 46 |
|
|
2017
Q3 | $854K | Sell |
23,931
-1,717
| -7% | -$61.3K | 0.19% | 44 |
|
|
2017
Q2 | $862K | Sell |
25,648
-2,012
| -7% | -$67.6K | 0.21% | 42 |
|
|
2017
Q1 | $946K | Buy |
27,660
+5,618
| +25% | +$192K | 0.24% | 42 |
|
|
2016
Q4 | $716K | Buy |
22,042
+140
| +0.6% | +$4.55K | 0.24% | 46 |
|
|
2016
Q3 | $742K | Buy |
21,902
+363
| +2% | +$12.3K | 0.25% | 44 |
|
|
2016
Q2 | $758K | Buy |
21,539
+5,089
| +31% | +$179K | 0.27% | 40 |
|
|
2016
Q1 | $488K | Buy |
16,450
+6,605
| +67% | +$196K | 0.17% | 58 |
|
|
2015
Q4 | $318K | Sell |
9,845
-425
| -4% | -$13.7K | 0.13% | 56 |
|
|
2015
Q3 | $323K | Buy |
10,270
+1,743
| +20% | +$54.8K | 0.13% | 54 |
|
|
2015
Q2 | $286K | Sell |
8,527
-794
| -9% | -$26.6K | 0.11% | 60 |
|
|
2015
Q1 | $314K | Buy |
9,321
+1,454
| +18% | +$49K | 0.12% | 59 |
|
|
2014
Q4 | $245K | Sell |
7,867
-895
| -10% | -$27.9K | 0.1% | 72 |
|
|
2014
Q3 | $259K | Buy |
8,762
+1,205
| +16% | +$35.6K | 0.11% | 69 |
|
|
2014
Q2 | $224K | Buy |
7,557
+84
| +1% | +$2.49K | 0.1% | 57 |
|
|
2014
Q1 | $240K | Sell |
7,473
-1,287
| -15% | -$41.3K | 0.1% | 53 |
|
|
2013
Q4 | $268K | Buy |
8,760
+1,079
| +14% | +$33K | 0.1% | 73 |
|
|
2013
Q3 | $221K | Sell |
7,681
-78
| -1% | -$2.24K | 0.11% | 51 |
|
|
2013
Q2 | $217K | Buy |
+7,759
| New | +$217K | 0.11% | 49 |
|